Josh Tarasoff - Greenlea Lane Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    9
Portfolio value:    $344,294,052
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Avg. Buy
Price*
Value Current
Price
+/-
Since
Buy
52
Week
Low
52
Week
High
AMZN - Amazon.com, Inc. 18.91 Reduce 1.19% 312,530 $127.24 $65,090,623 $247.31 94.36% $196.00 $278.56
BN - Brookfield Corp. 16.37 Reduce 1.47% 1,392,742 $21.48 $56,364,269 $43.36 101.85% $37.87 $49.40
BRK.A - Berkshire Hathaway CL A 13.14 Reduce 5.97% 63 $542,625.03 $45,242,820 $744,850.00 37.27% $685,150.00 $775,000.00
MKL - Markel Group Inc. 12.54 Reduce 1.53% 22,555 $1,421.20 $43,171,849 $1,962.27 38.07% $1,719.41 $2,207.59
SGOV - iShares 0-3 Month Treasury Bond ETF 11.20 Buy 383,000 $100.66 $38,552,780 $100.52 -0.14% $96.76 $100.52
GOOGL - Alphabet Inc. 8.36 Reduce 1.11% 100,035 $103.32 $28,766,064 $352.51 241.18% $175.98 $408.37
NFLX - Netflix, Inc. 7.80 Buy 279,480 $96.15 $26,872,002 $73.83 -23.21% $70.86 $127.75
TSLA - Tesla, Inc. 5.91 Reduce 11.86% 54,735 $197.88 $20,347,736 $394.76 99.49% $297.82 $498.83
TRUP - Trupanion, Inc. 5.78 776,490 $29.15 $19,885,909 $27.37 -6.10% $21.16 $57.00
* Avg. Buy Price is an estimated cost basis: the share-weighted average of the quarter-end prices reported when this manager first bought or later added to the position (average-cost method, reset after a full exit). 13F filings disclose only quarter-end holdings, not actual trade prices, so this approximates — but does not exactly equal — what was paid.
Sector % analysis
Financial Services 47.83
Consumer Cyclical 24.82
Communication Services 16.16
Unknown 11.20